How to Adjust an Accounts Receivable

You can adjust a gross level or withholding/lien-levy receivable.

Optionally, you can:

• View or add notes. To view or add notes for this record, on the action bar, click Notes.
• View audit details. To retrieve audit information, close any open panels and, on the action bar, click Audit Log. To view the details for a particular record, click Audit.
• Attach a document. To attach a document for this record, on the action bar, click Attachment.
• View documents. To view documents for this record, on the action bar, click View Documents.
• Cancel your entries. To close the page or panel without saving your changes, click Cancel.

To adjust a receivable

1. On the Financial menu, click Accounts Receivable.

2. Search for the account receivable.

3. On the Gross Level or Withholding/Lien/Levy page, on the action bar, click Adjust.

4. On the Adjustment page, in the Adjustment Action panel, complete the fields.

5. Click Calculate.

6. In the Adjustment Verification panel, review the information.

7. On the Adjustment action bar, click Save.

   The balance amount of the original account receivable is set to zero and the new account receivable is created. The original and adjusted accounts receivable are linked in their respective History panels.

See Also

Adjustment Page

About Adjustments

What Is Accounts Receivable?

About Financial

Version as of 5/16/14.